Lebenthal Global Advisors’s Healthpeak Properties DOC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
– Sell
-1,000
Closed -$30K – 238
2020
Q4
$30K Buy
+1,000
New +$29.1K 0.02% 331

Other funds holding DOC

Lebenthal Global Advisors's DOC Position: Q1 2021 in Review

Lebenthal Global Advisors sold out of Healthpeak Properties (DOC) in Q1 2021, closing a stake of 1,000 shares — an estimated $30K sold.

Lebenthal Global Advisors first reported a position in DOC in Q4 2020 and held it in 1 quarter. The position peaked at $30K in Q4 2020. 601 funds tracked by Wall St. Rank hold DOC as of Q1 2021.

  • Lebenthal Global Advisors reported no remaining Healthpeak Properties position as of Q1 2021 after selling out during the quarter.
  • Lebenthal Global Advisors sold 1,000 Healthpeak Properties shares in Q1 2021, an estimated $30K.
  • Lebenthal Global Advisors first reported a position in Healthpeak Properties in Q4 2020 and held it in 1 quarter.
  • Lebenthal Global Advisors's Healthpeak Properties position peaked at $30K in Q4 2020.
  • 601 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2021.

Based on Lebenthal Global Advisors's 13F filing for Q1 2021, filed 7 May 2021.